Mcnaughton Wealth Management, LLC
McNaughton Wealth Management, LLC is a San Diego, California-based Registered Investment Advisory firm founded by Patrick McNaughton in 2019. They provide comprehensive, fiduciary financial planning and wealth management services for individuals and businesses, specializing in high-net-worth clients, small businesses, and corporate executives with complex tax and planning needs. The firm is known for its highly credentialed team, client-referral-driven growth, and commitment to personalized, process-driven financial advice. McNaughton Wealth Management upholds a standard of clear, independent, and unbiased guidance, serving as trusted allies in achieving clients' financial aspirations. The team holds multiple advanced designations and operates with a focus on ongoing education. The firm is headquartered in San Diego, CA, and serves clients primarily across the United States.
Investment Strategy
McNaughton Wealth Management’s investment strategy centers around creating tailored, comprehensive financial plans for high-net-worth individuals, families, and businesses. The firm employs a fiduciary, process-driven approach, analyzing every aspect of a client’s financial life. Investments are selected and portfolios are constructed based on each client's goals, risk tolerance, tax situation, and evolving needs, rather than a product-driven model. The team incorporates advanced research and continually adapts strategies as clients’ circumstances change, ensuring alignment with both short- and long-term objectives. The firm’s approach is transparent and objective, leveraging its team’s deep credentials and ongoing education to deliver optimal outcomes.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 7.80% | $18.5M | 248,717 | $79.78 | $74.37 | -$1.8M |
I IVW | ISHARES TR | 7.23% | $17.1M | 142,028 | $89.12 | $120.72 | +$474.3K |
I IVE | ISHARES TR | 5.37% | $12.7M | 61,616 | $191.23 | $206.51 | +$781.5K |
D DYNF | BLACKROCK ETF TRUST | 5.31% | $12.6M | 212,735 | $50.14 | $59.20 | +$2.4M |
Q QUAL | ISHARES TR | 4.42% | $10.5M | 53,905 | $171.68 | $194.50 | -$1.7M |